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I have recently been asked by one of my clients to take them through a walkthrough / high level training / demo of Microsoft Dynamics CRM Online (also applies to Dynamics CRM 2016). The audience is a collection of Client senior leadership, programme leadership and various business stakeholders.

I decided to limit handouts to a single A4 Agenda which lists in a chronological order Dynamics CRM modules, features and functionalities to be covered along with Dynamics CRM navigation, layout and capabilities such as search, filtering, sorting, menu bars, etc.

I then thought I’ll share this suggested agenda list with my blog followers to help everyone out if they are looking for a recommended agenda for Dynamics CRM Introduction or basic Microsoft CRM training. It is certainly not an exhaustive list of all agenda items that you could cover and the scope & flow may also need to change from one client to the other. This agenda, however, seemed sensible for my client needs and requirements.

The agenda is available as an a downloadable PDF file at the bottom of the post below or you can simply copy and paste it from the following list.